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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,378 | $58,888+174.0% | $178,499-9.6% | $73,493+119.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 12.06% | 24.86%-12.8pp | 151.10%-139.0pp | 28.51%-16.5pp |
| Employer contribution / active EE | $4,724 | $2,236+111.3% | $5,011-5.7% | $2,270+108.1% |
| Participant deferral / active EE | $7,851 | $2,568+205.7% | $5,202+50.9% | $3,740+109.9% |
| Admin fee / account holder | $18,274 | $400+4464.6% | $13,986+30.7% | $513+3461.6% |